Hear the concern behind the dashboard

Illustrative product walkthrough using example conversations.

1. An onboarding concern on a dashboard needs a customer’s explanation behind it. Open Conversations to hear what people are actually missing.
2. Choose the onboarding reviews for Northstar and Aster. One asks who to contact; the other asks what happens next. Ask about this context to compare them.
3. Ask for themes and customer examples, keeping observations separate from possible causes. Submit the question to turn a broad concern into specific issues.
4. There are two different gaps: a clear contact and a clear next step. Aster finished setup but does not know the sequence. Open the source to hear that distinction.
5. The check-in confirms that setup is complete. The missing piece is guidance about what follows. Read the transcript before treating this as a setup failure.
6. Leah says nobody has told the team what happens next. That calls for a clearer sequence, not another setup instruction. Return to your draft.
7. Review onboarding communications with the responsible team. Make the contact and next step explicit, then check understanding with the customer. The theme now points to something you can improve.